Clough Capital Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Clough Capital Partners’s Portfolio EVV Stock Details EVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-90,700	Closed	-$852K	–	172
2022 Q4	$852K	Buy	+90,700	New	+$876K	0.09%	132
2022 Q3	–	Sell	-63,917	Closed	-$660K	–	90
2022 Q2	$660K	Buy	+63,917	New	+$684K	0.08%	72
2020 Q2	–	Sell	-208,300	Closed	-$2.2M	–	139
2020 Q1	$2.2M	Buy	208,300 +69,200	+50%	+$857K	0.22%	65
2019 Q4	$1.84M	Buy	+139,100	New	+$1.78M	0.16%	74
2015 Q3	–	Sell	-86,600	Closed	-$1.17M	–	205
2015 Q2	$1.17M	Hold	86,600	–	–	0.04%	143
2015 Q1	$1.25M	Buy	+86,600	New	+$1.23M	0.04%	167

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Clough Capital Partners's EVV Position: Q1 2023 in Review

Clough Capital Partners sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2023, closing a stake of 90,700 shares — an estimated $852K sold.

Clough Capital Partners first reported a position in EVV in Q1 2015 and held it in 6 quarters. The position peaked at $2.2M in Q1 2020. 154 funds tracked by Wall St. Rank hold EVV as of Q1 2023.

Clough Capital Partners reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2023 after selling out during the quarter.
Clough Capital Partners sold 90,700 Eaton Vance Limited Duration Income Fund shares in Q1 2023, an estimated $852K.
Clough Capital Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2015 and held it in 6 quarters.
Clough Capital Partners's Eaton Vance Limited Duration Income Fund position peaked at $2.2M in Q1 2020.
154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2023.

Based on Clough Capital Partners's 13F filing for Q1 2023, filed 15 May 2023.